Elevate Capital Advisors, LLC
RIA/Wealth
Elevate Capital Advisors, LLC is a RIA/Wealth based in Eagle, CO led by Shane Rielly Fleury, reporting $156.5M in AUM as of Q3 2025 with BIL as the largest holding (5% allocation).
Managing PartnerShane Rielly Fleury
- Portfolio Value
- $143.4M
- Positions
- 75
- Top Holding
- BIL at 4.76%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Elevate Capital Advisors, LLC's portfolio (31.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $6.8M | 4.76% | +$4.5M Bought | — 74.4K shares | |
Unknown Unknown | $6.0M | 4.19% | +$174.8K Bought | — 203.1K shares | |
Insurance - Property & Casualty Financial Services | $4.8M | 3.36% | -$63.1K Sold | 0.01% 17.3K shares | |
Internet Content & Information Communication Services | $4.2M | 2.93% | +$10.3K Bought | 0.00% 5.7K shares | |
Software - Infrastructure Technology | $4.1M | 2.83% | +$20.2K Bought | 0.00% 7.8K shares | |
Food Confectioners Consumer Defensive | $4.0M | 2.77% | +$606.4K Bought | 0.01% 21.3K shares | |
Insurance - Property & Casualty Financial Services | $3.8M | 2.64% | -$73.5K Sold | 0.01% 49.4K shares | |
Staffing & Employment Services Industrials | $3.8M | 2.64% | +$2.7M Bought | 0.00% 12.9K shares | |
Consumer Electronics Technology | $3.7M | 2.61% | +$179.3K Bought | 0.00% 14.7K shares | |
Financial - Credit Services Financial Services | $3.7M | 2.59% | +$1.2M Bought | 0.00% 10.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Elevate Capital Advisors, LLC's latest filing
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Elevate Capital Advisors, LLC
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